Enclosed my portfolio update

In general, consumer spending in America seems to be slowly weakening in the 4th quarter.

The retailer Walmart $WMT (-2,31 %) and others like $LOW (-2,87 %) cyclical stocks like Deere $DE (-2,08 %) are reporting a worse outlook.

Stay true to the strategy of adding tech with Ki Phantasie, gold, crypto and safe investments like Mc Doof $MCD (+0,5 %) to establish.

Nice hit today with Baidu $9888 (+1,94 %) They have reported good figures and are also stepping on the gas in the AI sector.

There is a lot going on 🔥🔥🔥🔥

+9 % since the beginning of the year

Not outstanding, but solid. Unfortunately, I didn't take advantage of the rally in NVidia, Microsoft and Co.